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Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer

Federal Reserve is Boxing Itself Into a Corner

By Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer | June 17, 2021
Federal Reserve Monetary Policy

With inflation on the rise, we believe the Federal Reserve is boxing itself into a corner about future monetary policy. See why we believe it will be hard for the Fed to raise rates, even if inflation takes off.

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2021 Advanced Child Tax Credit: What It Means For Your Family

By Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer | June 10, 2021
2021 Child tax credit

Another round of cash is coming for families with young children! Here’s what the 2021 Advanced Child Tax Credit might mean for your family.

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More Retirement Changes Coming With SECURE Act 2.0

By Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer | May 27, 2021
Retirement Changes Coming With SECURE Act 2.0

Congress is readying yet another bill that affects retirement savings. See what retirement planning changes are coming with SECURE Act 2.0.

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Prepare for More Volatile Markets

By Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer | May 20, 2021
stock market volatility

There are two indicators we’re watching that signal potential market volatility ahead. Read on to see what the increase in margin debt and a volatility index might mean for the future investment environment.

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Will Labor Shortage Push Inflation Higher?

By Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer | May 13, 2021
labor shortage

A labor shortage is emerging as the economy opens up from COVID-19 lockdowns. We worry that this labor shortage will push inflation higher. See what the investment implications of this labor shortage might be.

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Increasing Prices From Global Shortage of Computer Chips

By Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer | May 6, 2021
global chip shortage

Consumer goods inventories are low and prices are much higher. You can thank a global chip shortage for these increasing prices. Why?

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